Molly Jane Saxon
Investment adviser representative at &partners
24 yearsExperience
2 statesRegistered in
$30.3BFirm assets
35 yearsFirm in business
Are you Molly Jane Saxon? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- &partnersNov 2024 to now
- Wells Fargo Clearing Services, LLCAug 2021 to Nov 2024
- Stephens IncMay 2002 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2623234
- Firm CRD
- 3767